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Resource Center
Life Planning & Wealth Preservation Newsletter
For your convenience, we have archived our monthly newsletter.
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Lifetime Gifting: Part of Your Multi-Generation Estate Planning (March 10)
Would you prefer to transfer more wealth to your family instead of the IRS? Our lead article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer
methods.
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Five Common Estate Planning
Mistakes (February 10)
Proper estate planning is not just for the rich and famous. Surprisingly,
however, that is a common misconception. Every adult American has an
estate worth planning, regardless of their net worth. In this article we
review some critical estate planning concerns.
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Estate Planning Challenges for Business Owners (January 10)
The survival rate of family businesses from generation to generation is rather dismal. To help prevent your business from becoming an unfortunate
statistic tomorrow, we review some common challenges for you to address today (before it is too late).
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Procrastination & Estate Planning (December 09)
Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? This article takes aim at the chief culprit:
procrastination.
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Seasonal Solutions: The Stages of Life & Estate Planning (November 09)
To everything there is a season. So it is with your Life & Estate Plan. This article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and
financial circumstances over your lifetime.
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Admirable Estate
Administration (October 09)
Have you appointed trusted family members, friends or professionals to
serve as the fiduciaries of your estate plan upon your death? If so,
our lead article is a must-read as we review some of the
responsibilities (and liabilities) they will face.
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Estate Planning Challenges for Blended Families (September 09)
Is your family a blended family? If so, then you
face unique inheritance challenges, to include disinheriting your
ex-spouse, providing for your new spouse and your own children, and
protecting their inheritance.
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Unique Estate & Financial Challenges for Women (August 09)
Women face unique Life and Estate Planning
Issues, and yet too often their own needs are overlooked. They are too
busy taking care of everyone else -- their families, their careers,
parents, social causes.
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Elder Law Elements (July 09)
Good news, bad news. The good news: Americans are living longer than ever. The bad news: we eventually wear out physically, mentally, or both. In this article we review
two challenges: becoming incapacitated and going broke due to long-term care.
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Estate Planning for Unmarried Couples (June 09)
Even though cohabitation is legal in the majority of states, unmarried
cohabitants face unique estate planning challenges regarding
incapacity, inheritance, and estate taxation. In this article we will
review such challenges and some of the potential problems they can
cause.
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Solo Solutions (May 09)
Being single can mean considerable personal and economic freedom.
Nevertheless, just like your married counterparts, proper Life &
Estate Planning is necessary to keep you in control.
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Marital Matters (April 09)
Most married couples, whether celebrating their six-month or their
sixtieth anniversary, have the mistaken belief that they can make
personal, health care and financial decisions for one another, without
outside interference, should either spouse become disabled. Nothing
could be further from the truth.
Additional Services
- www.HilliardMediation.com
Mediation and Dispute Resolution; Real Estate and Business Litigation;
Construction and Construction Defect; Community Outreach
Upcoming Workshops
Websites For Seniors
- AARP
AARP is the nation's leading organization for people age 50 and older. It serves their needs and interests through information and education, advocacy and community services which are
provided by a network of local chapters and experienced volunteers throughout the country.
- Aging Information Center
Provides a database of materials, reports and lists new publications and statistical information on the elderly from the Census Bureau and other sources. Full screen graph showing the
growth of the 65+ populations through the year 2005.
- Alzheimer's Association
Provides information on the prevention, cures, and treatments of Alzheimer's disease and related disorders. Also provides support and assistance to patients and their families.
- Better Business Bureau
The Better Business Bureau is a non-profit organization that tracks consumer complaints and better business practices. This site will verify whether the company you are doing business with
is a member in good standing.
- Character Counts Organization
The most widely implemented approach to character education – embraced by thousands of schools, communities, public agencies, and nonprofits, nonpartisan, nonsectarian – promotes the Six
Pillars of Character: trustworthiness, respect, responsibility, fairness, caring, & citizenship.
- Committee to Preserve Social Security and Medicare
Education and advocacy group. You can "Ask Mary Jane" questions on Medicare and Social Security on the website.
- Health and Human Resources
The Department of Health and Human Resources is the United States government's principal agency for protecting the health of all Americans and providing essential human services. Links to
many other agencies.
- Huffington Center on Aging
Provides basic information on aging, how aging is evident in the arts, centenarians and aging research.
- Internal Revenue Service
Provides all kinds of information regarding federal and state taxes. You can also print forms directly from the web site.
- Meals on Wheel Association
(MOWAA) represents those who provide meal services to senior citizens and others in need. Call the ElderCare locator number to find the meal on wheels program closest to your location.
- Social Security Administration
This is a very large site offering everything from Social Security related news items to laws, regulations, forms, benefit, publications, research statistics and more.
- WebMD Health
Provides all kinds of information on health topics as well as a way to quick search for your particular medical condition. One of the best sites for medical research.
Hotlines for Seniors
- Alzheimer's Association
800-272-3900
- Alzheimer's Disease Education and Referral
800-438-4380
- American Council of the Blind
800-424-8666
- American Diabetes Association
800-342-2383
- Arthritis Foundation
800-238-7800
- Consumer Nutrition Hotline
800-366-1655
- Depression Bipolar Support Alliance
800-826-3632
- Eldercare Locator
800-677-1116
- Financial Abuse Specialist Team (FAST) of Ventura County, CA,
A program of Conejo Valley Senior Concerns, Inc.
805-497-0189
- Mediation – Hilliard Mediation Services
805-908-1576
- Medicare Hotline
800-633-4227
- Nation Council on Alcoholism and Drug Dependence
800-622-2255
- Social Security
800-772-1213
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